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We'll help you make fact-based business decisions.

Every year, we publish research reports on topics including products, markets, distribution, technology, and industry trends.

U.S. Individual Annuity Yearbook

Aug 7, 2020

How did sales of individual annuities fare in 2019?

Fact Book on Retirement Income

Dec 6, 2019

This study provides an analysis of the retirement income market by different segments, demographics, or retirement status.

U.S. Individual Annuity Market

Sep 23, 2020

Benchmark sales, persistency, analysis, and outlook for a range of annuity products, reported by distribution channels and market types.

Canadian Individual Annuities

Sep 14, 2020

Sales activity benchmarks for Canadian individual fixed, segregated fund-based, and/or combination annuities.

The talent development resources you need to lead the industry.

Whether you are seeking skill-based training or pursuing a professional designation, we offer award-winning content and unique learning opportunities to address your ambitions..

Why Learn with LOMA?

Our approach to professional education, training and development programs is designed to measurably improve your management and operations, and drive higher levels of performance.

Designation Programs

LOMA's educational offerings have something for everyone in the insurance and financial services industry. Explore our designation options and choose the right path for you.

Career-Long Learning

LOMA provides a wide range of products and other resources to help meet employees’ learning and development needs, including early career education, targeted training, professional development, and leadership development.

Training Opportunities

Get the skills to improve your job performance, understand your role in the industry, and master new skills through Onboarding, Need 2 Know courses, Insurance Immersion, and Short Online Courses.

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Ask the Info Center

Our experienced researchers can provide you with updates on current issues, developing trends and hot topics by investigating a variety of industry sources.

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Hear from leading industry experts, stay up-to-date on conferences, and network with other professionals.

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Course Catalog

Our learning and education programs are flexible to meet your needs and convenient for your employees.

Featured Publications

SRI® Review

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Industry news2use

This semi-weekly newsletter showcases important global financial services industry updates and links to related LIMRA, LOMA, and SRI resources. Please subscribe to receive Industry news2use in your inbox on Tuesdays and Thursdays.